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Explore prebuilt FreshBooks integration flows to get started

Create new appointments in BlueFolder for new clients in FreshBooks

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Send Slack messages for new Freshbooks invoices

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Add new FreshBooks clients to Insightly as new contacts

Use this flow

Receive Slack messages for new FreshBooks estimates

Use this flow

Add new Freshsales contacts to Freshbooks

Use this flow

Create FreshBooks client invoices for new Stripe charges

Use this flow
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FreshBooks supports following triggers and actions

All Triggers - A trigger kickstarts the flow

Estimate created

Triggers when a new estimate is created

Invoice created

Triggers when a new invoice is created

Time entry added

Triggers when an new time entry is added

Payment added

Triggers when a new payment is added

Client created

Triggers when a new client is created

Expense created

Triggers when a new expense is created

Project created

Triggers when a new project is created

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All Actions - Action are the automated tasks

Create project

Creates a new project

Create expense

Creates a new expense

Create estimate

Creates a new estimate

Create invoice

Creates a new invoice

Create task

Creates a new task

Create client

Creates a new client

Update task

Updates the details of an existing task

Update expense

Updates the details of an existing expense

Update client

Updates the details of an existing client

Update project

Updates the details of an existing project

Update estimate

Updates the details of an existing estimate

Update invoice

Updates the details of an existing invoice

Fetch invoice

Fetches the details of an existing invoice by number

Fetch client - By ID

Fetches the details of an existing client by ID

Fetch estimate

Fetches the details of an existing estimate by number

Fetch client - By email address

Fetches the details of an existing client by email address

Fetch user

Fetches the details of an existing user by email address

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    What is FreshBooks?

    FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps.

    Categories : Project Management, Proposals & Invoices, Accounting, Time Tracking

    What is Zoho Flow?

    Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

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